Nova pesquisa revela quase metade (46%) das pessoas com um Will não a atualizará há mais de cinco anos. Os especialistas recomendam um testamento é revisado e atualizado a cada cinco anos, ou quando ocorre uma grande mudança em sua vida. Dennis, a solicitor at Astraea Linskills legal practice on Castle Street in Liverpool, is accredited by SFE having undertaken additional training to specialise in supporting people, including older and vulnerable people, with wills, powers of attorney, trusts, tax planning and care home fees planning.
The YouGov research commissioned by SFE (Solicitors for the Elderly) shows that over a third of people (33%) haven’t updated their will for more than 7 years, and over a fifth (24%) haven’t dusted it off in more than a decade.
John-Paul Dennis, a solicitor at Astraea Linskills legal practice on Castle Street in Liverpool, is accredited by SFE having undertaken additional training to specialise in supporting people, including older and vulnerable people, with wills, powers of attorney, trusts, tax planning and care home fees planning.
He warns that an outdated will could cause severe implications for loved ones – including missed inheritances and higher inheritance tax fees:
“Having an up-to-date and well drafted will is crucial to ensure your wishes are carried out in the way you’d like when you die. I recommend a will is reviewed and updated every five years, or when a major change in your life occurs that impacts you or your loved ones, such as divorce, marriage, a new birth or even death in the family.
“Many people assume that once you have drafted a Você não precisará revisá -lo e que seus desejos serão realizados como você deseja que eles sejam postumamente - mas, infelizmente, isso não é verdade.
"Se você se casar novamente, por exemplo, sua vontade será revogada. Ou se você se casar com uma família e tiver enteados que deseja herdar seus ativos, isso não acontecerá automaticamente, a menos que você o estipule em uma nova vontade. Todos esses detalhes são cruciais para evitar disputas familiares - que sabemos que podem ser muito angustiantes para os entes queridos. ”
A pesquisa destacou que quase um terço (30%) das pessoas com um terá mudanças significativas em suas vidas e circunstâncias, pois o redigiram. Também revelou que muitas pessoas acreditam que os misths comuns sobre o que são relevantes: || -311
- Only 16% of brits realise that remarrying invalidates a will.
- Less than a third (31%) of people realise stepchildren won’t be included in your will unless you stipulate that separately.
- 17% of people wrongly think you can update your will by making changes on the original document and initialling them.
Some 53% of people in the East of England don’t have a will in place at all.
Lakshmi Turner is CEO of SFE, she says: “Wills are a powerful legal document and too often people don’t have one in place, don’t keep it up to date, or don’t realise that it’s badly drafted. All these things can have a terrible impact on families. It’s really important to find a solicitor who specialises in this area of the law – always look for the SFE stamp.”
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